Optiver Holding’s Welltower WELL Stock Holding History

Optiver Holding’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,293	Closed	-$422K	–	1204
2024 Q3	$422K	Buy	+3,293	New	+$384K	﹤0.01%	415

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optiver Holding's WELL Position: Q4 2024 in Review

Optiver Holding sold out of Welltower (WELL) in Q4 2024, closing a stake of 3,293 shares — an estimated $422K sold.

Optiver Holding first reported a position in WELL in Q3 2024 and held it in 1 quarter. The position peaked at $422K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

Optiver Holding reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
Optiver Holding sold 3,293 Welltower shares in Q4 2024, an estimated $422K.
Optiver Holding first reported a position in Welltower in Q3 2024 and held it in 1 quarter.
Optiver Holding's Welltower position peaked at $422K in Q3 2024.
1,125 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Optiver Holding's 13F filing for Q4 2024, filed 14 Feb 2025.